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178. More Than Money: Retire like a badass! Robert Pagliarini breaks down financial terms, his secrets to retirement, and how to be successful with your money
This week, Jason is joined by retirement specialist, Robert Pagliarini!
Robert is the president of Pacifica Wealth Advisors and has some serious credentials. He’s earned a PhD in financial and retirement planning, a certified financial planner and an enrolled agent with the IRS. He specializes in serving sudden money recipients to help clients overcome sudden wealth syndromes. Robert reveals his simple, yet effective equation for saving for retirement, what an IRA is versus a 401k, when it is time to retire, how to utilize PERK, not to get emotional when it comes to finances, and even answers some questions from the Money Mafia! What kind of questions should you be asking to an advisor? What is part time retirement?
It’s an episode you can’t afford to miss!
Host: Jason Tartick
Co-Host: David Arduin
Audio: John Gurney
Guest: Robert Pagliarini
Stay connected with the Trading Secrets Podcast!
Instagram: @tradingsecretspodcast
Youtube: Trading Secrets
Facebook: Join the Group
All Access: Free 30-Day Trial
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By Audioboom Studios
4.9
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This week, Jason is joined by retirement specialist, Robert Pagliarini!
Robert is the president of Pacifica Wealth Advisors and has some serious credentials. He’s earned a PhD in financial and retirement planning, a certified financial planner and an enrolled agent with the IRS. He specializes in serving sudden money recipients to help clients overcome sudden wealth syndromes. Robert reveals his simple, yet effective equation for saving for retirement, what an IRA is versus a 401k, when it is time to retire, how to utilize PERK, not to get emotional when it comes to finances, and even answers some questions from the Money Mafia! What kind of questions should you be asking to an advisor? What is part time retirement?
It’s an episode you can’t afford to miss!
Host: Jason Tartick
Co-Host: David Arduin
Audio: John Gurney
Guest: Robert Pagliarini
Stay connected with the Trading Secrets Podcast!
Instagram: @tradingsecretspodcast
Youtube: Trading Secrets
Facebook: Join the Group
All Access: Free 30-Day Trial
Trading Secrets Steals & Deals!
Cort Furniture:
Get furniture on your terms with CORT. Rent or Buy furniture that flexes to fit any situation, style and budget and to get 50% off your first month’s furniture rental head over to cort.com/podcast
Farmer’s Dog:
Brighten up your dog’s bowl with fresh, healthy food. Get 50% off your first box, delivered to your door here
MeUndies:
From all black classics, to fun, expressive prints, MeUndies has a look for everyone. Plus, they come in sizes XS-4XL, guaranteeing a flattering cut for every body. Good things come in big packages at MeUndies. Get 20% off your first order, plus free shipping, at MeUndies.com/trading
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